Where did the year go? With only a few weeks left of the year, I talk about a 7 step year-end tax planning checklist. Whether you are still waiting to do charitable giving, review tax withholdings and estimated tax payments, tax-gain harvesting, Roth conversions, or how best to give to family, I’ll talk about different strategies to reduce taxes and be intentional about your tax plans.
About Elliott Appel
Elliott Appel is a fee-only fiduciary financial planner, and the host of Making the Most of Time Podcast. He is also the founder of Kindness Financial Planning. He lives in Madison, WI, but serves clients virtually across the United States. When not helping clients organize their financial lives, he enjoys cooking for his wife, playing tennis, hiking, and photography.